KeyVantage Wealth, LLC is a registered investment advisor founded in Pennsylvania that offers personalized investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm builds customized investment portfolios primarily using mutual funds, exchange-traded funds, equities, and fixed income products. KeyVantage operates on a legally required best-interest standard and provides both discretionary management (where KeyVantage makes trades on your behalf without asking first) and non-discretionary management. In addition to managing investments, KeyVantage creates long-term financial plans covering retirement, education, estate planning, cash flow, asset protection, and tax strategies. The firm works with an affiliated tax practice and recommends Charles Schwab as a custodian to hold client assets. KeyVantage does not charge commissions on product sales or accept performance-based fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Fees may be waived or reduced at KeyVantage's discretion.